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Hello! Is there a way to not require the HMDA/GMI questions when the borrower is filling out the Blend applications and still allow the borrower to submit the application? This would be for situations where HMDA/GMI is not required (no real estate property, just land/lot loan)
I am new to Blend (I am on my 2nd loan), and am having issues with doc names. The Docs my borrower sent me all have their names at the first part of the file name, and the last part of the file name is the doc (ie: JoeSmithID, Jane SmithID). When the docs upload, Blend changes the doc name and there is no distinction on which borrower’s ID is whose, because blend used the primary borrower’s name on both the docs. Anyone know what the fix is for this? Thanks in advance for any help!
We are considering adding SMS for our borrowers through Blend but need a copy of the disclosure the borrower receives during the application to give permission to allow texting. I searched and cannot find it. Thank you
This is my first Heloc and my first time utilizing blend. I have a application in process. The primary applicant has completed their task and signed their documents through a link that was sent to their email. The secondary applicant needs to complete a KYC form and upload a document but did not recieve an email like the primary applicant. I am unsure on the directions that she needs to take to pull up her application so she can fill out the electronic forms that she needs to complete.
Is there a way to customize the Blend application template by adding or removing sections?Our specific customer base is primarily subsequent home buyers so there is no need request additional assets outside of pending net proceeds so we would like to consider removing the asset section.
I am new to Blend and doing my second loan. I have 3 Borrowers on this loan and am wondering if that is what is causing problems with the PULL CREDIT box not showing up on this file. The 1st loan I did has only 1 Borrower, and the PULL CREDIT box showed up fine on that one. I haver looked through all the help topics in Blend and do not see an answer or fix for this. Anyone’s help is greatly appreciated :)
Occasionally consumer banking customers run into an issue where their address is not recognized as valid in the application workflow. It appears to me that the only recourse they have if this happens to them is to use an alternate address (which often is not feasible) or to abandon the application altogether. Has anyone else experienced similar issues with consumer banking customers? Is it possible to bypass this feature or enter an address “as written” rather than being limited to what Google considers valid?
Hi everyone!Some of the frequently asked questions to Blend Support are “My borrower applied today but I can’t find the loan. Can you help me locate it?” or “I’m trying to request new documents on an old loan but I can’t find it.” We will cover a few common scenarios that can lead to a loan not appearing in your pipeline and the next steps you can take to locate the loan. The borrower didn’t actually applyOne common issue occurs when borrowers inform their Loan Officer that they would be applying on a certain day or time, but they don’t actually apply.Next stepsConfirm with the borrower if they applied through Blend. The borrower did apply but it is not showing up in the pipelineNoteThe role assigned to your Blend account will dictate which loans you are able to see in Blend. Typically, users can only see loans that are assigned to them unless they have elevated access. Reach out to your administrator if you have any questions about your role and permissions assigned in Blend. Loan Off
With the Phase Two Rollout of Customer Self-Service Administration, Blend user admins have the ability to update a subset of global settings without the need to engage Blend Support or their account teams. One of these settings includes Organization updates. If you are updating the Email From Address or the Default Support Email Address to a different domain, your DNS CNAME entries will need to be updated. Failing to do so can result in email delivery issues. Reach out to Blend Support to get new SES records and update them before updating the email domain. FAQIf we change the email back to a domain we previously used, do we need new records from Blend?There is no need to generate new records, the records for the previously used domain will remain the same. If you need those records, Blend Support can provide them.ResourcesHelp Center article: Self-Serve User AdministrationRelease Notes: Phase Two Rollout of Customer Self-Service Administration (Requires Sign-in)Permissions Required: P
We seem to have this issue when we do a 2nd loan for a client that's already in Blend. He is trying to log into the new loan, but he doesn't remember his password. When he tried to reset it, the email just takes him back to the login page and doesn't give him to option of resetting his password. Do you know how I get around this?
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